Estate Planning Advisor

1 week ago


North Nazimabad Town, Pakistan beBeeSpecialist Full time $75,000 - $80,000
Probate Specialist Role

This role involves providing support to clients in matters related to probate, estate planning, and elder law. The ideal candidate will have a strong background in drafting legal documents and experience working with clients to manage their assets.

Responsibilities:
  • Review client meetings and prepare relevant documents as needed
  • Collaborate with referral partners to discuss client cases
  • Participate in team meetings and case management activities
  • Analyze asset information and develop strategies for marshaling assets and arranging valuations
  • Prepare probate pleadings and coordinate filings with probate courts
  • Assist with titling and retitling assets, including MassHealth applications
  • Draft estate planning documents and assist with fiduciary income and estate tax returns
  • Improve office processes to ensure smooth client file management
Requirements:
  • Minimum 3 years of experience in estate planning, elder law, or estate administration
  • Excellent communication skills, work quality, and professionalism
  • Proficiency in Microsoft Office and Trust & Estate work
  • Background in drafting legal documents; degree not required but essential

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